Auto-reconciled identifies a completed period supported by current automatic statement evidence. The status depends on the evidence continuing to match the period and its zero-difference result.
- Open the period and read its full dates and currency.
- Inspect the current balance summary and supporting statement evidence.
- Review any warning before relying on the saved completion, even if the account overview previously showed a completed state.
Automatic origin does not remove evidence checks
The current evidence must still support the statement period and currency. If that support changes or becomes unavailable, the detail can show Evidence changed or Evidence unavailable instead of presenting the result as current.
Use Download statement when the linked document and your access permit it, and inspect recorded versus statement activity where needed. Do not assume every account or company will receive automatic reconciliation; availability follows the actual setup and processed evidence. A manually completed period can show Reconciled instead. Both statuses should be understood in the context of the selected window, not as a claim that all later account activity is complete. If a correction requires reopening, review the affected-window plan and preserve the original source history through the supported workflow.
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